Civic Intelligence

United Way of Virginia'S Blue Ridge Inc

EIN 54-0535302 • 501(c)3 • Roanoke, VA

Profile

To improve lives by mobilizing the caring power of people in our community. United way of virginia's blue ridge serves people in the cities of roanoke and salem, the town of vinton, and the counties of botetourt, craig, roanoke, and franklin.

3800 Electric Road Suite 406Roanoke, VA 24018

www.uwvbr.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

47th percentile

0.10x

Higher debt load relative to assets than 47% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

46th percentile

0.13x

Higher debt load relative to revenue than 46% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

40th percentile

0.8%

Higher net margin than 40% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

44th percentile

$115,203

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

17th percentile

-6.7%

Faster asset growth than 17% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

48th percentile

5.9%

Faster revenue growth than 48% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Down

$7,496,282

Down $535,013 (-6.7%) from 2024

Liabilities

Down

$772,929

Down $687,416 (-47%) from 2024

Net Assets

Up

$6,723,353

Up $152,403 (+2.3%) from 2024

Revenue

Up

$6,079,844

Up $340,370 (+5.9%) from 2024

Expenses

Up

$6,032,194

Up $56,074 (+0.9%) from 2024

Net Income

Up

$47,650

Up $284,296 (+120%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2010: $9,989,038Liabilities 2010: $1,896,478Net Assets 2010: $8,092,5602010Assets 2011: $9,787,521Liabilities 2011: $1,613,966Net Assets 2011: $8,173,5552011Assets 2012: $10,508,273Liabilities 2012: $1,827,824Net Assets 2012: $8,680,4492012Assets 2013: $10,865,343Liabilities 2013: $2,204,444Net Assets 2013: $8,660,8992013Assets 2014: $10,244,772Liabilities 2014: $1,792,314Net Assets 2014: $8,452,4582014Assets 2015: $8,642,689Liabilities 2015: $766,162Net Assets 2015: $7,876,5272015Assets 2016: $8,093,991Liabilities 2016: $4,265,621Net Assets 2016: $3,828,3702016Assets 2017: $7,317,234Liabilities 2017: $2,335,999Net Assets 2017: $4,981,2352017Assets 2018: $7,402,776Liabilities 2018: $1,816,341Net Assets 2018: $5,586,4352018Assets 2019: $7,508,018Liabilities 2019: $1,683,429Net Assets 2019: $5,824,5892019Assets 2020: $7,654,857Liabilities 2020: $1,509,551Net Assets 2020: $6,145,3062020Assets 2021: $8,530,684Liabilities 2021: $1,269,569Net Assets 2021: $7,261,1152021Assets 2022: $7,671,992Liabilities 2022: $1,003,208Net Assets 2022: $6,668,7842022Assets 2023: $7,635,404Liabilities 2023: $1,075,831Net Assets 2023: $6,559,5732023Assets 2024: $8,031,295Liabilities 2024: $1,460,345Net Assets 2024: $6,570,9502024Assets 2025: $7,496,282Liabilities 2025: $772,929Net Assets 2025: $6,723,3532025

Highlighted filing

2025

Assets$7,496,282
Liabilities$772,929
Net Assets$6,723,353

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $6,075,7182010Expenses 2011: $6,118,1002011Revenue 2012: $6,567,457Expenses 2012: $6,216,158Net Income 2012: $351,2992012Revenue 2013: $6,119,677Expenses 2013: $6,343,621Net Income 2013: -$223,9442013Revenue 2014: $5,971,299Expenses 2014: $6,171,405Net Income 2014: -$200,1062014Revenue 2015: $2,497,023Expenses 2015: $3,019,757Net Income 2015: -$522,7342015Revenue 2016: $5,591,970Expenses 2016: $5,973,775Net Income 2016: -$381,8052016Revenue 2017: $6,896,805Expenses 2017: $5,019,680Net Income 2017: $1,877,1252017Revenue 2018: $5,119,705Expenses 2018: $4,216,120Net Income 2018: $903,5852018Revenue 2019: $4,577,653Expenses 2019: $4,360,504Net Income 2019: $217,1492019Revenue 2020: $5,025,940Expenses 2020: $4,540,464Net Income 2020: $485,4762020Revenue 2021: $7,187,442Expenses 2021: $6,597,658Net Income 2021: $589,7842021Revenue 2022: $5,417,169Expenses 2022: $5,283,595Net Income 2022: $133,5742022Revenue 2023: $5,602,054Expenses 2023: $5,832,592Net Income 2023: -$230,5382023Revenue 2024: $5,739,474Expenses 2024: $5,976,120Net Income 2024: -$236,6462024Revenue 2025: $6,079,844Expenses 2025: $6,032,194Net Income 2025: $47,6502025

Highlighted filing

2025

Revenue$6,079,844
Expenses$6,032,194
Net Income$47,650

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.50$0.77$6.72$6.08$6.03$0.05
2024Detailed filing. Detailed filing data is available for this year.$8.03$1.46$6.57$5.74$5.98$0.24
2023Detailed filing. Detailed filing data is available for this year.$7.64$1.08$6.56$5.60$5.83$0.23
2022Detailed filing. Detailed filing data is available for this year.$7.67$1.00$6.67$5.42$5.28$0.13
2021Detailed filing. Detailed filing data is available for this year.$8.53$1.27$7.26$7.19$6.60$0.59
2020Detailed filing. Detailed filing data is available for this year.$7.65$1.51$6.15$5.03$4.54$0.49
2019Detailed filing. Detailed filing data is available for this year.$7.51$1.68$5.82$4.58$4.36$0.22
2018Detailed filing. Detailed filing data is available for this year.$7.40$1.82$5.59$5.12$4.22$0.90
2017Detailed filing. Detailed filing data is available for this year.$7.32$2.34$4.98$6.90$5.02$1.88
2016Detailed filing. Detailed filing data is available for this year.$8.09$4.27$3.83$5.59$5.97$0.38
2015Summary only. Only limited summary data is available for this year.$8.64$0.77$7.88$2.50$3.02$0.52
2014Detailed filing. Detailed filing data is available for this year.$10.2$1.79$8.45$5.97$6.17$0.20
2013Detailed filing. Detailed filing data is available for this year.$10.9$2.20$8.66$6.12$6.34$0.22
2012Summary only. Only limited summary data is available for this year.$10.5$1.83$8.68$6.57$6.22$0.35
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.79$1.61$8.17$6.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.99$1.90$8.09$6.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 12, 2026
Return Version
2024v5.5
Gross Receipts
$6,182,866
Mission and Program Overview

Mission

To improve lives by mobilizing the caring power of people in our community. United way of virginia's blue ridge serves people in the cities of roanoke and salem, the town of vinton, and the counties of botetourt, craig, roanoke, and franklin.

To improve lives by mobilizing the caring power of people in our community. United way of virginia's blue ridge serves people in the cities of roanoke and salem, town of vinton, and the counties of botetourt, craig, roanoke, and franklin.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,885,916$2,949,748▲ $63,832
Land, Buildings, and Equipment, Net$592,266$452,635▼ $139,631
Investments in Publicly Traded Securities$403,349$414,826▲ $11,477
Pledges and Grants Receivable$463,421$318,850▼ $144,571
Total Assets$8,031,295$7,496,282▼ $535,013
Other Assets Total$3,686,343$3,360,223▼ $326,120
Liabilities
Accounts Payable and Accrued Expenses$1,451,342$372,513▼ $1,078,829
Other Liabilities$9,003$308,867▲ $299,864
Deferred Revenue-$91,549-
Total Liabilities$1,460,345$772,929▼ $687,416
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,780,458$3,619,625▼ $160,833
Net Assets With Donor Restrictions$2,790,492$3,103,728▲ $313,236
Total Net Assets Fund Balance$6,570,950$6,723,353▲ $152,403
Total Liabilities and Net Assets / Fund Balance$8,031,295$7,496,282▼ $535,013

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$85,104$291,083$376,187
Other Land Buildings$6,250-$6,250
Buildings$316,781$744,703-
Land$44,500--
Other Assets Org$5,826--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$2,065,725-▲ $126,306-$2,192,031
2023$1,919,448-▲ $146,277-$2,065,725
2022$1,846,444-▲ $73,004-$1,919,448
2021$2,188,216-▼ $341,771-$1,846,444
2020$1,843,081-▲ $345,135-$2,188,216
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Abby Verdillo HamiltonPresident & CEOFT$99,732$15,471$115,203
Terry BridgesVP of Operations & FinanceFT$77,947$18,400$96,347

Board Members and Trustees

NameTitle
Mrs Paula M BrownChair
Matthew ThomasChair Elect, Resource Development Chair
Dr Cheryl Walker HartmanCommunity Impact Chair
Frank Shushok JrPublic Policy Chair
Anita WaltonBoard Member
Blair CelliBoard Member
Brian WellsBoard Member
Charlene DayBoard Member
Danielle PoeBoard Member
Dr John H BurtonBoard Member
Dr Kenneth E NicelyBoard Member
Eric SichauBoard Member
James MyersBoard Member
Keith MckennaBoard Member
Kirtesh D PatelBoard Member
Lauren EellsBoard Member
Melinda PayneBoard Member
Mr Aubrey W WrightBoard Member
Mr Esteban Duran-ballenBoard Member
Mr John William HerrigBoard Member
Mr Robert S CowellBoard Member
Mrs Juliet J LoweryBoard Member
Ms Bettina S MasonBoard Member
Ms Blair CelliBoard Member
Ms Jillian P MooreBoard Member
Ms Kristi L MalloryBoard Member
Rev Anthony Lloyd HolmesBoard Member
Shatenita HortonBoard Member
Steven LaymonBoard Member
Thomas ClineBoard Member
Verletta WhiteBoard Member
Mrs Tiffany T BradburyMarketing and Communicatio
Jessica BeemerOperations and Finance CHA
Matthew HubbardSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$5,756,904
Program Service Revenue
$0
Investment Income
$50,104
Other Revenue
$272,836
All Other Contributions
$5,756,904
Change in Net Assets
$47,650

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,741,964
Revenue Not Reported on Financial Statements
$337,880
Revenue Not Reported on Form 990
$184,334
Other Revenue Adjustments
$337,880
Total Revenue per Audited Statements
$5,926,298
Total Revenue per Form 990
$6,079,844
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,709,328
Salaries, Compensation, and Employee Benefits$2,511,722
Other Expenses$811,144
Total Fundraising Expense$442,552
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,709,328--$2,709,328
Other Salaries and Wages$1,189,982$338,555$254,367$1,782,904
Other Employee Benefits$252,284$84,412$51,649$388,345
Current Officers, Directors, Trustees, and Key Employees$52,888$125,045$33,617$211,550
Office Expenses$118,300$4,459$18,120$140,879
Pension Plan Contributions$79,620$32,070$17,233$128,923
Conferences and Meetings$70,010$2,619$2,482$75,111
Occupancy$60,414$2,265$5,496$68,175
Fees for Services Accounting$43,923$1,255$3,712$48,890
Depreciation Depletion-$45,427-$45,427
Payments to Affiliates-$43,132-$43,132
Other Expenses$14,487$3,548$1,539$19,574
Insurance$10,025$6,772-$16,797
All Other Expenses$14,509$593$283$15,385
Fees for Services Other--$5,210$5,210
Fees for Services Legal$35--$35
Total Functional Expenses$4,884,172$705,470$442,552$6,032,194

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,032,194
Total Expenses per Audited Statements$5,703,074
Expenses per Audited Statements$5,694,314
Expenses Not Reported on Financial Statements$337,880
Other Expense Adjustments$337,880
Expenses Not Reported on Form 990$8,760
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Creative Kids Childcare--Early Learning Program Fees and Support$356,788
Alleghany Highlands Ymca--Early Learning Allocation and Donor Designation Payments$332,220
Franklin County Family Ymca--Early Learning Program Fees and Support$327,343
Craig County Childcare Center--Early Learning Program Fees and Support$308,934
Small Steps Learning Academy Inc--Early Learning Program Fees and Support$296,522
Yellow Brick Road Early Learning Center--Early Learning Program Fees and Support$281,922
One Step Further Childcare Center--Early Learning Program Fees and Support$177,911
YMCA OF VIRGINIA'S BLUE RIDGE--Early Learning Program Fees and Donor Designation Payments$106,246
Total Action for Progress--Job Placement Program and Donor Designation Payments$99,224
Child Health Investment Partnership (chip) of Roanoke Valley--Early Learning Allocation and Donor Designation Payments$73,540
Family Service of Roanoke--Youth Program Allocation and Donor Designation Payments$70,788
Step Inc--Early Learning Program Fees and Support$69,706
New Horizons Healthcare--Community Health Worker Allocation and Donor Designation Payments$39,807
The Rescue Mission of Roanoke Inc--Community Health Worker Allocation and Donor Designation Payments$27,387
HIGHLAND CHILDREN'S HOUSE--Early Learning Program Fees and Support$24,494
Bradley Free Clinic--Community Health Worker Allocation and Donor Designation Payments$23,879
United Way of Central Virginia--Donor Designation Payment$14,152
United Way of Central West Virginia--Donor Designation Payment$11,194
United Way of Henry County & Martinsville--Early Learning Program Fees and Donor Designation Payments$10,559
CHILDREN'S TRUST--Donor Desigantion Payments & Trauma Informed Allocation$10,047
Craig County Educational Foundation--Youth Mental Health Program Support$7,500
Roanoke Valley Spca--Donor Designation Payment$6,919
United Way of Southwest Virginia--Donor Designation Payments$6,126
United Way of Greater Charlottesville--Donor Designation Payment$5,028
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Allocations Payable$230,000
Designations Payable$73,041
Lease Liability$5,826
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Form 990 was emailed to the board prior to filing.

Form 990, Part VI, Section B, Line 12C

Conflicts of interest that have risen during the year are disclosed at the monthly board meetings.

Form 990, Part VI, Section B, Line 15

The determination of the ceo's and cfo's compensation is based on the following process (1) the personnel committee of united way of virginia's blue ridge, which includes select board members and other human resource professionals in the community, reviews compensation ranges for comparable positions and recommends salary ranges to united way's executive committee. This is reviewed by the executive committee and finalized. (2) the ceo creates an annual work plan and that plan is reviewed and evaluated periodically by the board chair and executive committee. (3) the board chair performs the annual official evaluation with input from the exeuctive committee and recommends adjustments in compensation to the executive committee.

Form 990, Part VI, Section C, Line 19

The organization makes these documents available to the public upon request.

Filing and Contact Details

Filer

Filer Name
UNITED WAY OF VIRGINIA'S BLUE RIDGE INC
EIN
54-0535302
Phone
5407774200
Address
3800 ELECTRIC ROAD SUITE 406, ROANOKE, VA 24018

Signing Officer

Name
Abigail V Hamilton
Title
President & CEO
Phone
5407774200
Signed
2026-03-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Abigail V Hamilton
Formed
1924
Legal Domicile
Va
Voting Board Members
33
Independent Board Members
33
Employees
35
Volunteers
394

Preparer

Firm
Brown Edwards & Company Llp
Address
105 ARBOR DR NE 3RD FLOOR, CHRISTIANSBURG, VA 24073
Preparer
Patrick Pittman
Phone
5404433606
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

No changes to the process from the prior year

Financial Statement Notes

PART X, LINE 2:

The organization is exempt from income taxes under internal revenue code section 501(c)(3)

PART XI, LINE 4B - OTHER ADJUSTMENTS:

In-kind expenses netted against revenue in audit 9,781. Funding for allocation to partner agencies 328,100. Rounding -1.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

In-kind expenses netted against revenue in audit 9,781. Allocations to partner agencies 328,100. Rounding -1.

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IRS990/ActivityOrMissionDesc0TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF PEOPLE IN OUR COMMUNITY. UNITED WAY OF VIRGINIA'S BLUE RIDGE SERVES PEOPLE IN THE CITIES OF ROANOKE AND SALEM, TOWN OF VINTON, AND THE COUNTIES OF BOTETOURT, CRAIG, ROANOKE, AND FRANKLIN.
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IRS990/Desc0UNITED WAY OF VIRGINIA'S BLUE RIDGE IS A UNIQUE ASSET TO OUR COMMUNITY. UW ENGAGES LOCAL BUSINESSES, NONPROFITS AND INDIVIDUALS TO DETERMINE AND PRIORITIZE OUR REGION'S MOST PRESSING NEEDS. A COMMITTED NETWORK OF COMMUNITY VOLUNTEERS DETERMINES WHICH PROGRAMS MAKE THE BIGGEST DIFFERENCE IN ADDRESSING THESE NEEDS. FROM JULY 1, 2024 - JUNE 30, 2025, UNITED WAY OF VIRGINIA'S BLUE RIDGE INVESTED OVER $4.2 MILLION DOLLARS IN QUALITY PROGRAMS, INITIATIVES, AND SMALL GRANTS THAT MAKE A POSITIVE DIFFERENCE IN THE COMMUNITY. $3.7 MILLION CAME IN THE FORM OF GRANTS SPECIFICALLY AWARDED TO DIRECTLY SUPPORT UNITED WAY'S SIGNATURE INITIATIVES - EARLY LEARNING STRATEGIES AND FAMILY HEALTH STRATEGIES, AND THE REMAINDER CAME FROM DONATIONS TO THE COMMUNITY IMPACT FUND. ADDITIONALLY, UNITED WAY MADE INVESTMENTS IN THE WORK OF OTHER NON-PROFIT ORGANIZATIONS PROVIDING SERVICES WHICH ADDRESSED KEY PRIORITIES IDENTIFIED IN THE AREAS OF EARLY LEARNERS, SUCCESSFUL YOUTH AND HEALTHY ADULTS USING A FUNDING MODEL THAT BUILDS ON PARTNERSHIPS AMONG SERVICE PROVIDERS TO BETTER ADDRESS CLIENT NEEDS AND BUILD COALITIONS THAT SHARE OUTCOMES TO ATTRACT OTHER FUNDERS. THIS MODEL RESULTS IN SUSTAINED SOCIAL PROGRESS, STREAMLINED ACCESS FOR CLIENTS AND DEEPENED CONNECTIONS AMONG PARTNERS. IN 2024 - 2025 FY, FUNDING WAS AWARDED IN TWO TIERS. TIER 1 WAS FOR THE COLLABORATIVE PARTNERSHIP THAT ADDRESSES FAMILY NEEDS THROUGH THE COMMUNITY RESOURCE HUB. FAMILIES ARE IDENTIFIED THROUGH COMMUNITY HEALTH WORKERS, WHO THEN WORK ONE ON ONE TO IDENTIFY NEEDS AND ALIGN THE FAMILY WITH SUPPORTS TO MEET THOSE NEEDS. UNITED WAY INVESTED $200,000 IN THE COMMUNITY RESOURCE HUB PARTNERSHIP. TIER 2 IS FOR SYSTEM INNOVATION COLLABORATIONS THAT ADDRESS COMPLEX SOCIAL ISSUES THROUGH PARTNERSHIPS AMONG THE SERVICE PROVIDER NETWORK. UNITED WAY INVESTED $230,000 IN 3 SYSTEM INNOVATION COLLABORATIONS THAT ADDRESSED EARLY EDUCATION, YOUTH PROGRAMMING, AND WORKFORCE DEVELOPMENT. THIS MODEL HAS SEEN OVER 6,000 CHILDREN ACCESS QUALITY EARLY LEARNING PROGRAMS AND AFTER SCHOOL CARE WITH 439 RECEIVING MEDICAL SERVICES; 387 YOUTH WERE SERVED AT AFTER SCHOOL PROGRAMS, OVER 1,000 ADULTS AND YOUTH WERE CONNECTED WITH MENTAL HEALTH SERVICES; 2,905 PEOPLE WHO WORKED WITH COMMUNITY HEALTH WORKERS WERE ASSISTED WITH LOCATING NECESSARY RESOURCES, AND 308 ADULTS WERE ASSISTED WITH EMPLOYMENT SERVICES. AN ADDITIONAL $70,000 WAS PROVIDED IN SMALL GRANTS THAT SUPPORTED YOUTH MENTAL HEALTH, DOMESTIC VIOLENCE, AND OTHER HEALTH AND WELLNESS PROGRAMS.
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